Feature Request

1

Make the calendar in the Upcoming section drill-able (edited)

Completed Closed GirlFriday715 111 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
40

Ability to Filter by Flag (edited)

Completed Closed MrGood 643 views 19 comments 40 points Most recent by Perx August 2023Feature Requests
40

Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

Completed Closed myf 1.1K views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests
1

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Make the Bills & Income section design like the Spending Plan (edited)

Active pawebb 42 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
Merged: Make view selections sticky

pawebb 1 view 0 comments 1 point Started by pawebb August 2023 Feature Requests
3

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Ability to sort or rearrange Savings Goals in the Spending Plan (edited)

Active pawebb 31 views 0 comments 3 points Started by pawebb August 2023 Feature Requests
1

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Savings Goals: Turn 'Max available' into a button that inserts the amount for withdrawal (edited)

Active pawebb 32 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
4

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Ability to set the default "Status" of a manual transaction to Pending instead of Cleared (edited)

Active Scotty Mac 91 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests
2

Enable brokerage accounts to be included in New Worth report

Already Offered DEA3 53 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
13

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Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

Active syrilmathai 196 views 14 comments 13 points Most recent by RobWilk August 2023Feature Requests
2

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Add a tooltip or a "View All Bubbles" option for releasing Other Spending bubbles (edited)

Active pawebb 71 views 4 comments 2 points Most recent by pawebb August 2023Feature Requests
2

Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

Already Offered Closed pawebb 64 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
1

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Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

Active pawebb 31 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
6

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Collapse all previous months by default when viewing transactions on the Web App (edited)

Active pawebb 53 views 0 comments 6 points Started by pawebb August 2023 Feature Requests
7

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Pin "Uncategorized" to the top of Filters (edited)

Active Flopbot 42 views 1 comment 7 points Most recent by Norm6257 July 2023Feature Requests
3

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Projected Cash Flow: Show all incoming money as a green dot (edited)

Active frankrizzo 31 views 0 comments 3 points Started by frankrizzo July 2023 Feature Requests
Merged: Spending Report should allow for (rolling) average as well as sum

tnixon42 1 view 0 comments 1 point Started by tnixon42 July 2023 Feature Requests
3

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Add Tags Field to Upcoming Transactions (edited)

Active frankrizzo 21 views 0 comments 3 points Started by frankrizzo July 2023 Feature Requests
Merged: Default Net Worth Report to Last 12 Months

jsy42 11 views 0 comments 3 points Started by jsy42 July 2023 Feature Requests
1

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Generate a warning when editing a Recurring Series if the next Reminder has been edited (edited)

Active Flopbot 71 views 5 comments 1 point Most recent by Flopbot July 2023Feature Requests
1

Ability to create transfers to/from internal Simplifi accounts (edited)

Already Offered Closed avihawver 111 views 1 comment 1 point Most recent by Coach Natalie July 2023Feature Requests
Merged: Please fix Savings goals: let us link to existing transfers!

avihawver 1 view 0 comments 1 point Started by avihawver July 2023 Feature Requests
Merged: Ability to assign Planned Spending expenses to an account (edited)

avihawver 21 views 0 comments 1 point Started by avihawver July 2023 Feature Requests